Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hi
In the past I have set up automatic emails of custom reports but can't now see how to do it.
The only difference I can think of is that I've upgraded to QBO Advanced.
Can anyone help please?
Hello Tracey2972, thanks for posting on the Community page, if you have a look at this article it has all the information you need along with all the steps.
Do we really have to start a report from scratch?
We've already set up custom reports, why can't we use those?
Hi tracey2972, the steps below show how to schedule an emailed custom report:
1. In the Custom reports tab, select the report name to open it.
2. From the More actions dropdown ▼, select Schedule report.
3. Enter a Workflow name.
4. Select a start date, then choose how often you want the report to be sent.
5. Enter the email address you want to send the report to.
6. Fill out a desired Subject and Message.
7. Select Save and enable.
After setting this up, you can manage the frequency or turn off the scheduled report from Manage workflows (accessed under the main settings wheel).
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.